Don't agree with him at all. The main thing holding m4/3 back right now is the autofocus issue. Nikon is the only company that has solved that problem, albeit with a much smaller sensor. The Nikon 1 actually has technology that if Nikon had taken it seriously, could have been seriously disruptive to the video-centric users of m4/3 and completely stolen the thunder from the Black Magic cam. So from where I am sitting, Nikon seems just as far along, if not more advanced, in terms of the raw technology of mirrorless as anybody.

If they can improve their 1 sensor to the point where it is competitive with the sony m4/3 sensor, then they win. If they can upscale their PDAF solution to a APS-C size sensor, they win.